84 Financial Research jobs in Pelham Bay

Job Description

Analyzes, verifies, authorizes, processes and reports related financial information in support of a specific field or a business unit operation. Designs, develops and implements systems or procedures resulting in the accurate reporting financial or system data. Guides Financial Analysts and support staff in completion of projects and duties.

Job Responsibility

• Analyzes, verifies, tracks and reports on financial indicators (e.g. accounts receivables, account coding and charging, cash flow, budgets, GL, P&L, statistical data and reserves) in support of a specific field or business unit operation.
• Reports on results on monthly, quarterly and/or annual basis.
• Researches, tracks and reports on statistical variances.
• Reports discrepancies to Supervisor/Manager.
• Designs, develops and modifies systems and procedures to enhance departmental processing as needed.
• Responsible for ensuring maintenance of proprietary databases including data integrity, timeliness of data input and accuracy of data.
• Conducts internal audits to ensure compliance to departmental policies and procedures, and state and federal regulations.
• Maintains compliance with various state, federal, and industry standards and regulations.
• Operates under limited guidance and work assignments involve moderately complex to complex issues where the analysis of situations or data requires in-depth evaluation of variable factors.
• Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.

Job Qualification

• Bachelor's Degree required, or equivalent combination of education and related experience.
• 3-5 years of relevant experience, required.

Key responsibilities (Research Intelligence Specific)

1. Works with Research Intelligence Finance Office lead to create and distribute timely clinical research financial reports to departments.
2. Works closely with Principal Investigators and study teams to develop and manage federally-funded clinical research budgets.
3. Provides post-award financial management of grants ensuring accurate and timely payments from sponsors and invoices from subcontracts and vendors.
4. Manages billing, accounts receivable, payment reconciliation and accurate and timely completion study closure process.
5. Maintains up-to-date with organizational policies related to financial management of clinical research studies.
6. Maintains up-to-date with federal award financial management and reporting policies and procedures, including NIH, AHRQ, PCORI, and DOD awardee requirements.

Preferred Qualifications :

• Advanced Excel and data visualization software (Tableau, Power BI) experience.
• VBA (Visual Basic for Applications) in Excel experience, preferred.
• Experience managing post-award financials for federally-funded clinical research studies, preferred.
• Strong attention to detail and ability to follow projects through to completion.
• Demonstrated ability to manage multiple competing priorities and deadlines.

*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Full-time Company Description SonSoft Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. SonSoft Inc is growing at a steady pace specializing in the fields of Software Development, Software Consultancy, and Information Technology Enabled Services. Job Description At least 4 years of experience in creating requirement specifications based on Architecture/Design /Detailing of Processes. At least 4 years of experience in Development/ Configuration/solutions evaluation/ Validation and deployment . At least 4 years of experience in capturing requirements related to internal/external consulting, documenting, and mapping current business process At least 4 years of in-depth experience on Functional testing and Automation testing. Define and document test cases based off of user stories. Hands-on experience and knowledge of test automation tools and frameworks such as QTP, Cucumber, Gherkin, Selenium, etc. Expert with SQL and Unix . Must have at least 2 years of experience in Investment Banking projects. Hands on with Quality Center, ALM, Jira, Rally or related tools. Effectively interact with interfacing organizations and work together as a team to deliver projects on time. Work efficiently and demonstrate a high level of energy. Candidate must have 2 years of handling large projects as Test Analyst/lead. Should support onsite-offshore team members Analytical and Communication skills Planning and Co-ordination skills Experience with project management Experience and desire to work in a management consulting environment that requires regular travel. Qualifications Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 4 years of experience within the Information Technologies. Additional Information Connect with me at ( ForDirect Clients Requirements ) ** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time. Note:- This is a Full-Time & Permanent job opportunity for you. Only US Citizen , Green Card Holder , GC-EAD , H4-EAD & L2-EAD can apply. No OPT-EAD, H1B & TN candidates , please. Please mention your Visa Status in your email or resume . ** All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr

Tekfortune is a fast-growing consulting firm specialized in permanent, contract & project-based staffing services for world's leading organizations in a broad range of industries. In this quickly changing economic landscape, virtual recruiting and remote work are critical for the future of work. To support the active project demands and skills gaps, our staffing experts can help you find the best job for you.

Role: Sr. Project Manager (Investment Banking)
Location: Jersey City, NJ
Duration: 6+ Months
Required Skills: Projement Management, Investment Banking

Job Description:
To manage and ensure that the project schedules are adhered to as per the client specifications and deliveries are as per the time and quality standards for complex/large scale projects.
Key Responsibilities
1. To oversee quality assurance processes, ensuring adherence to coding standards , implementation of best practices and perform Value creation and KM activities.
2. To ensure process improvement and compliance| and participate in technical design discussion and to review technical documents.
3. Responsible for shaping the overall project strategy working closely with stakeholders to define project scope, objectives, deliverables and keeping track of schedule to ensure on time delivery as per the defined quality standards.
4. To work closely with the development team, On-site Engineers to understand technical requirements and work with them to address and resolve technical issues.
5. Identify & flag potential risks and issues that may impact project timelines or quality, develop mitigation strategies / contingency plans to address risks and provide regular project updates to key stakeholders.

For more information and other jobs available please contact our recruitment team at To view all the jobs available in the USA and Asia please visit our website at

QA Automation Testing (Investment Banking) Full-time Sonsoft, Inc. is a USA-based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. specializes in Software Development, Software Consultancy, and Information Technology Enabled Services. Job Description: At least 7 years of experience in technology consulting, enterprise and solutions architecture, and architectural frameworks. At least 7 years of experience in project execution . Experience in defining new architectures and leading independent projects from an architectural standpoint. At least 7 years of experience in thought leadership, white papers, and mentoring staff and internal consulting teams. Experience and willingness to work in a management consulting environment that requires regular travel. At least 7 years of in-depth experience in Automation testing . Define and document test cases based on user stories. Hands-on experience with test automation tools and frameworks such as QTP, Cucumber, Gherkin, Selenium, etc. . Experience with SQL and Unix, along with shell/perl/python scripting . Knowledge of FIX Protocol . Must have 3+ years of experience in Investment Banking - Cash Equity projects . Assist and mentor team members in automated test development. Collaborate with automation engineers to design frameworks and automation solutions. Support and mentor onsite-offshore team members. Experience with source control, build, and deployment tools such as Jenkins, Maven, Git, TeamCity . Thorough knowledge of white box test techniques and strong in code coverage concepts and implementation. Produce clear, concise, and meaningful test reports. Experience with test data management tools like Quality Center, ALM, Jira . Work effectively with interfacing organizations to deliver projects on time. Demonstrate high energy and work efficiently. Experience in building custom test automation frameworks and scripts for BVT, FVT, and regression testing in CI/CD processes . Strong analytical skills. Knowledge of CI tools is a plus. Experience working in Agile teams is preferred. Knowledge of Performance Testing tools like Loadrunner (LR) . Basic Qualifications: Bachelor’s degree or foreign equivalent from an accredited institution; three years of progressive experience in the field may substitute for each year of education. At least 7 years of experience in Information Technology . ** U.S. citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. Note: This is a FULL TIME job opportunity. Only US Citizens, Green Card Holders, GC-EAD, H4-EAD, L2-EAD, TN Visa can apply. No OPT-EAD or H1-B for this position. Please mention your Visa Status in your email or resume . #J-18808-Ljbffr

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About the Company

Our client is looking to hire an Investment Banking- Director focused on either Renewables/Clean Energy, Energy Services & Shipping/Tankers/Maritime sectors.

Location: New York, New York

About Us: The client is a leading fast-growing international investment bank with a strong focus on Capital Markets, and it has developed strong market positions in capital markets and investment banking advisory within maritime trade and offshore energy, with growing activity in Maritime, E&P, OFS and Renewables more broadly. They pride themselves on delivering innovative financial solutions, fostering growth, and creating value for our clients in the dynamic energy landscape.

About the Role

We are seeking to hire either an Energy Services/Maritime or Renewables SVP-Director-level investment banking professional to join our team in New York, primarily with a focus on capital markets advisory and transaction origination, structuring, and execution within the conventional energy value chain within the Oilfield Service/Maritime spaces, working closely with colleagues in New York and the teams in their other offices.

Responsibilities

Deal Origination and Execution:

• Identify and assess investment opportunities within the U.S. Energy Services/Maritime/Renewables space, including mergers and acquisitions, debt and equity offerings, and other strategic transactions.
• Collaborate with senior leadership to develop and execute comprehensive capital market strategies tailored to meet client objectives.

Client Relationship Management:

• Act as a trusted advisor, understanding clients' business objectives and tailoring financial strategies to meet their unique needs.
• Lead and mentor a high-performing team of financial professionals, fostering a collaborative and innovative work environment.
• Guide deal structuring, financial modeling, due diligence, and other critical aspects of transaction execution.

Market Analysis and Research:

• Stay abreast of industry trends, market developments, and regulatory changes affecting the energy sector.
• Ensure compliance with relevant regulations and internal policies

Qualifications

• Bachelor's degree in Finance, Business, or a related field; MBA or CFA is a plus.
• Relevant FINRA licenses and good standing as a Registered Representative
• Proven track record of successfully executing complex transactions within the Oil & Gas sector: Oilfield Service
• 12 + years of experience in Capital Markets, Investment Banking, with a U.S. Oilfield Service/Maritime or Renewables Focus.
• Strong leadership skills with the ability to inspire and guide a team to achieve exceptional results.
• In-depth understanding of the energy industry, including market dynamics, key players, and emerging trends

Compensation: Market

• Seniority level Director

• Employment type Full-time

• Job function Finance
• Industries Investment Banking and Venture Capital and Private Equity Principals

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Location: San Francisco, CA & New York City, NY (Hybrid, 3 days in office)

Company Overview:
Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial technology sector. We define this sector as the dynamic intersection of technology-driven solutions and financial services. FT Partners has recently been honored with the Dealmaker of the Year and Investment Banking Firm of the Year awards by The M&A Advisor.

Founded by Steve McLaughlin, our Managing Partner and a former senior investment banker at Goldman Sachs & Co., FT Partners comprises a team of highly experienced professionals with backgrounds in the financial technology, M&A, and investment banking divisions of Goldman Sachs in New York, San Francisco, London, and Los Angeles.

FT Partners operates on a hybrid work model, with three days in the office and two days remote.

Role Overview:
As an Investment Banking Associate, you will play a pivotal role in originating and executing live transactions. Your responsibilities will encompass extensive financial modeling and analysis, company valuation, corporate and industry research, strategic analysis and recommendations, identification of business development opportunities, due diligence, preparation of client presentation materials, and the identification of potential corporate and financial sponsors, buyers, and investors. Associates will work closely with senior investment bankers, managing day-to-day deal activities and overseeing and mentoring analysts.

In this role, you will gain significant exposure to industry leaders, top private equity and venture capital investors, and cutting-edge technology companies. You will provide leadership and mentorship to Analysts, actively participating in their recruitment, training, and professional development.

Qualifications:

• Minimum of 2 years of full-time investment banking experience in M&A sell-side advisory.
• FINRA Series 63 and 79 registration.
• Bachelor’s degree with a minimum GPA of 3.5.
• Proven capability to lead and manage projects effectively.
• Exceptional organizational, execution, and time management skills, with keen attention to detail.
• Strong relationship management skills, with the ability to interact at all organizational levels.
• Excellent presentation skills, adaptable to both large and small group settings.
• Strategic thinker with robust analytical capabilities.
• Proven quantitative and technical expertise, proficient in Excel and PowerPoint.
• Entrepreneurial mindset, ready to tackle complex tasks and challenges.
• Strong work ethic, self-discipline, and motivation.
• U.S. work authorization required; FT Partners does not sponsor work visas.

Communication Skills:

• Exceptional writing and verbal communication skills, with the ability to produce high-impact materials.
• Effective participation in both internal and external meetings.
• Maturity and professionalism in interactions with client executives.

Team Player Attributes:

• Collaborative team player who fosters a positive team environment, keeps commitments, inspires trust, and upholds ethical standards and firm values.
• Ability to thrive under pressure and meet tight deadlines, with effective prioritization and planning skills.
• Committed to the long-term development of self and others through coaching.

Why Choose FT Partners?

• Leadership from Managing Partners and Managing Directors with backgrounds at Goldman Sachs and JP Morgan.
• Award-winning execution, recognized as Investment Bank of the Year and Boutique of the Year, among other accolades.
• Involvement in both billion-dollar transactions and early-stage, high-growth VC deals.
• Clear career progression and competitive compensation packages.
• Access to an unparalleled deal flow with a distinguished client base.
• Opportunities to engage with world-class executives in a high-growth sector.
• Established relationships with top financial sponsors.
• A close-knit, rapidly growing team environment.

Selected Transactions Include Advising

• Divvy's $2.5 billion Sale to Bill.com
• GreenSky’s $.2 billion Sale to Goldman Sachs
• Forge’s $2 billion Merger with Motive Capital Corp.
• Truebill’s $1 3 billion Sale to Rocket Companies
• Revolut's 800 million Financing at a 33 billion Valuation
• SpotOn’s $3 0 million Series F Financing at a 3.6 billion Valuation
• Upgrade’s $2 0 million Series F Financing at a 6 billion Valuation
• CAIS’ $2 5 million Series C Financing at a 1 billion+ Valuation
• Bilt’s $2 0 million Financing at a 3.1 billion valuation
• Newfront’s $2 0 million Financing at a 2.2 billion Valuation
• DailyPay’s $7 million Financing at a 1.8 billion Valuation
• Cart.com’s $6 million Series C Financing at 1.2 billion Valuation
• Acorn’s Acquisition of GoHenry

Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. If you require reasonable accommodation as part of the application process, please contact

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Financial Analyst Location: WILLIAMSON STREET CAMPUS Department Name: Finance - Trinitas Req : 000204468 Status: Salaried Shift: Day Pay Range: $60,000.00 - $97,000.00 per year Pay Transparency: The above reflects the anticipated per year salary ran Financial Analyst, Analyst, Financial, Accounting, Banking, Healthcare

• Our customers and communities are at the heart of everything we do
• We value and develop our people
• We seek opportunities and embrace change
• We are driven by pace, passion and performance

• Assist in the preparation of the budget and forecasts including variance analysis
• Distil summarized budgets down to site-level, brand-level, account-level data that incorporates advanced allocation methodologies including seasonality curves and week-over-week growth trends
• Prepare complex financial models to support Commercial, Operations, Facility projects
• Develop presentations with compelling visuals that provide impact, insights and elevate storytelling
• Leverage strong technical skills for advanced reporting within Excel
• Ability to synthesize large data sets with optimized Power BI capabilities
• Analysis of financial data to understand key business performance drivers via Smartview and EPM
• Preparation of monthly presentations to leadership that provide financial reporting, insightful commentary, and variance analysis
• Support Head Office leadership with reporting and analysis of monthly expenses and variances
• Partner with Finance Business Managers and the Head of Transformation to provide in depth analysis of other direct site costs that highlight cost outliers and savings opportunities
• Manage statistical accounts loads into ERP systems (PDI/EPM) and Labor systems (UKG) and provide data validation
• Prepare financial models for capital projects seeking approval at Investment Committee meetings, provide analysis of returns (ROCE, Payback), and conduct post-mortem analysis
• Analytical support for initiatives that drive business improvements and support of ad hoc projects

• BS/BA degree, MBA preferred
• 2-3 years FP&A experience in Financial analyst role or similar
• Retail, wholesale, or quick-serve restaurant experience a plus
• Advanced skills in developing complex financial models
• Superior analytical acumen to interpret and challenge data and to interrogate financial systems
• High/Expert proficiency in Microsoft Excel (Functions, Pivot Tables), Power BI, Smartview, Oracle EPM
• Strong aptitude to create PowerPoint presentations to provide clear visuals that facilitate decision making and provide actionable insights on key performance indicators

• A dynamic individual who adapts well to change and can thrive in a rapidly growing organization that continues to evolve.
• Ability to execute directly at high quality and pace.
• Excellent drive, enthusiasm and commitment and a keen interest in developing a career in Applegreen.
• A 'can do' attitude and a positive solution focused mindset.
• Exceptional interpersonal skills, and ability to engage and develop relationships with individuals at all levels of the organization.
• Self-starter with ability collaboratively as a member of a highly interdependent team across many parts of Applegreen.

• Competitive pay: up to 73,800 salary + 10% bonus, depending on skill and experience.
• Hybrid Work Schedule: 4 days in office, 1 day remote.
• 401(k) Retirement Savings Plan with a Company match of up to 4%
• Health/Dental/Vision Insurance
• Health Savings Account option
• Company-paid Life Insurance
• Paid Time Off
• Company cell phone
• Employee Assistance Program
• Earned Wage Access - Pay on Demand
• Education Assistance
• Other Voluntary Benefits
• And an AMAZING team of people to work with!